Incentive Stock Option (ISO)
Frequently Asked Questions

By Michael Gray, CPA

Do you know the tax implications of your incentive stock options? Bookmark this page to keep up to date! For general information, request Michael Gray's Article on the tax repercussions of incentive stock options.

"Hi Michael, Thanks so much.
Your posting was a great motivator to me. I've done some more research and I think you're 100% correct. I also checked with a tax attorney (with whom I went to college) and she said the same thing. The key is getting documentation of rules/statutes/etc. and your posting did that quite well. The Treasury guidelines are still in place.
Thanks again!
Keith"

Michael Gray regrets that he can no longer directly answer email questions from our readers, which were posted here. He will answer selected email questions in Michael Gray, CPA's Option Alert as time and space permit. You will receive information on how to submit a question for consideration when you subscribe.